Merit Financial Group, LLC
ALPHARETTA GA · SEC CIK 0001621225
$163.81亿2026Q2 申报市值
2,360持仓数
20.0%前十大占比 · 第一大 2.6%
323 / 108新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MGK 加仓+$8,174.94万
DYNF 加仓+$7,944.47万
AAPL 加仓+$6,787.26万
MGV 加仓+$5,159.42万
IALT 新建仓+$4,611.67万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$7,213.35万
EFV 减仓-$6,475.69万
IAGG 减仓-$4,122.14万
MTUM 减仓-$2,429.60万
THRO 减仓-$2,174.48万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IBDT | ISHARES TR | $827.22万 | 0.05% | 327,611 | 40,680 | 14.2% | $102.72万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $825.24万 | 0.05% | 165,710 | 53,030 | 47.1% | $264.09万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $820.40万 | 0.05% | 244,967 | 826 | 0.3% | $2.77万 | 加仓 |
| SYK | STRYKER CORPORATION | $814.11万 | 0.05% | 25,858 | 121 | 0.5% | $3.81万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $810.54万 | 0.05% | 78,655 | -2,802 | -3.4% | -$28.87万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $807.65万 | 0.05% | 133,960 | 22,439 | 20.1% | $135.28万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $806.67万 | 0.05% | 27,079 | 5,047 | 22.9% | $150.35万 | 加仓 |
| QCOM | QUALCOMM INC | $806.39万 | 0.05% | 43,638 | -62,377 | -58.8% | -$1,152.66万 | 减仓 |
| MLRG | ISHARES TR | $803.98万 | 0.05% | 77,566 | 4,424 | 6.0% | $45.86万 | 加仓 |
| SNDK | SANDISK CORP | $800.85万 | 0.05% | 3,523 | -822 | -18.9% | -$186.86万 | 减仓 |
| WELL | WELLTOWER INC | $788.59万 | 0.05% | 34,745 | 1,025 | 3.0% | $23.26万 | 加仓 |
| IBDR | ISHARES TR | $784.27万 | 0.05% | 323,679 | 17,447 | 5.7% | $42.27万 | 加仓 |
| VOX | VANGUARD WORLD FD | $783.16万 | 0.05% | 42,575 | 7,955 | 23.0% | $146.33万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $781.14万 | 0.05% | 141,999 | 24,317 | 20.7% | $133.77万 | 加仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $778.69万 | 0.05% | 197,588 | 51,176 | 35.0% | $201.68万 | 加仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $775.28万 | 0.05% | 140,014 | -16,475 | -10.5% | -$91.22万 | 减仓 |
| NIC | NICOLET BANKSHARES INC | $774.96万 | 0.05% | 46,857 | -175 | -0.4% | -$2.89万 | 减仓 |
| DAL | DELTA AIR LINES INC | $773.06万 | 0.05% | 82,540 | -918 | -1.1% | -$8.60万 | 减仓 |
| IWL | ISHARES TR | $771.22万 | 0.05% | 41,699 | 449 | 1.1% | $8.30万 | 加仓 |
| COWZ | PACER FDS TR | $769.69万 | 0.05% | 123,744 | -31,851 | -20.5% | -$198.11万 | 减仓 |
| EIX | EDISON INTL | $764.15万 | 0.05% | 102,639 | 2,706 | 2.7% | $20.15万 | 加仓 |
| AFL | AFLAC INC | $759.80万 | 0.05% | 64,802 | 702 | 1.1% | $8.23万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $758.89万 | 0.05% | 277,677 | 35,323 | 14.6% | $96.54万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $754.70万 | 0.05% | 38,193 | -442 | -1.1% | -$8.73万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $753.94万 | 0.05% | 406,876 | 8,504 | 2.1% | $15.76万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $753.31万 | 0.05% | 133,994 | -9,354 | -6.5% | -$52.59万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $748.82万 | 0.05% | 203,096 | -1,755 | -0.9% | -$6.47万 | 减仓 |
| GDX | VANECK ETF TRUST | $747.26万 | 0.05% | 99,041 | 92,720 | 1,466.9% | $699.57万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $742.63万 | 0.05% | 364,571 | 158,196 | 76.7% | $322.24万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $741.74万 | 0.05% | 145,926 | -1,462 | -1.0% | -$7.43万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $729.18万 | 0.04% | 56,517 | 2,822 | 5.3% | $36.41万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $726.64万 | 0.04% | 193,720 | -8,270 | -4.1% | -$31.02万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $726.32万 | 0.04% | 57,490 | -3,424 | -5.6% | -$43.26万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $726.29万 | 0.04% | 56,826 | -65,665 | -53.6% | -$839.26万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $724.91万 | 0.04% | 36,135 | 8,938 | 32.9% | $179.31万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $719.48万 | 0.04% | 29,222 | -1,016 | -3.4% | -$25.01万 | 减仓 |
| PSX | PHILLIPS 66 | $711.35万 | 0.04% | 42,079 | 6,333 | 17.7% | $107.06万 | 加仓 |
| IWP | ISHARES TR | $709.05万 | 0.04% | 48,429 | 16,331 | 50.9% | $239.10万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $707.35万 | 0.04% | 278,045 | 32,783 | 13.4% | $83.40万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $706.28万 | 0.04% | 77,836 | 14,031 | 22.0% | $127.32万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $693.31万 | 0.04% | 75,286 | 34,646 | 85.3% | $319.06万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $689.78万 | 0.04% | 83,458 | 16,788 | 25.2% | $138.75万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $687.85万 | 0.04% | 135,791 | 542 | 0.4% | $2.75万 | 加仓 |
| PWR | QUANTA SVCS INC | $686.36万 | 0.04% | 9,532 | 6,236 | 189.2% | $449.03万 | 加仓 |
| WMB | WILLIAMS COS INC | $681.53万 | 0.04% | 91,678 | 402 | 0.4% | $2.99万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $675.90万 | 0.04% | 20,474 | 1,253 | 6.5% | $41.36万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $674.21万 | 0.04% | 23,300 | -1,000 | -4.1% | -$28.94万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $669.60万 | 0.04% | 106,471 | 12,215 | 13.0% | $76.82万 | 加仓 |
| CVS | CVS HEALTH CORP | $667.55万 | 0.04% | 64,529 | 2,530 | 4.1% | $26.17万 | 加仓 |
| FDX | FEDEX CORP | $665.73万 | 0.04% | 21,261 | 827 | 4.0% | $25.90万 | 加仓 |
| BX | BLACKSTONE INC | $664.84万 | 0.04% | 56,500 | 487 | 0.9% | $5.73万 | 加仓 |
| ILCG | ISHARES TR | $663.07万 | 0.04% | 56,663 | 2,444 | 4.5% | $28.60万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $662.67万 | 0.04% | 165,132 | 31,369 | 23.5% | $125.88万 | 加仓 |
| VEEV | VEEVA SYS INC | $662.54万 | 0.04% | 37,333 | -10,066 | -21.2% | -$178.64万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $661.70万 | 0.04% | 86,734 | 13,389 | 18.3% | $102.15万 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $658.96万 | 0.04% | 248,263 | 4,922 | 2.0% | $13.06万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $655.81万 | 0.04% | 84,175 | -8,944 | -9.6% | -$69.68万 | 减仓 |
| PFE | PFIZER INC | $655.23万 | 0.04% | 272,103 | 20,637 | 8.2% | $49.69万 | 加仓 |
| VLO | VALERO ENERGY CORP | $652.76万 | 0.04% | 25,063 | 5,194 | 26.1% | $135.28万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $652.54万 | 0.04% | 9,277 | -944 | -9.2% | -$66.40万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $652.44万 | 0.04% | 21,300 | -362 | -1.7% | -$11.09万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $648.21万 | 0.04% | 70,252 | -3,032 | -4.1% | -$27.98万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $646.93万 | 0.04% | 17,236 | 5,396 | 45.6% | $202.53万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $646.29万 | 0.04% | 133,836 | 94,235 | 238.0% | $455.06万 | 加仓 |
| PCG | PG&E CORP | $645.64万 | 0.04% | 383,850 | -8,806 | -2.2% | -$14.81万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $644.53万 | 0.04% | 208,925 | 10,175 | 5.1% | $31.39万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $643.38万 | 0.04% | 188,536 | 35,519 | 23.2% | $121.21万 | 加仓 |
| DIS | DISNEY WALT CO | $640.11万 | 0.04% | 66,505 | -2,435 | -3.5% | -$23.44万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $632.81万 | 0.04% | 87,549 | -41,088 | -31.9% | -$296.98万 | 减仓 |
| SDY | SPDR SERIES TRUST | $632.61万 | 0.04% | 41,570 | -3,996 | -8.8% | -$60.81万 | 减仓 |
| HON | HONEYWELL INTL INC | $630.48万 | 0.04% | 28,159 | -38,294 | -57.6% | -$857.40万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $629.75万 | 0.04% | 11,233 | -27 | -0.2% | -$1.51万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $627.64万 | 0.04% | 36,434 | 2,929 | 8.7% | $50.46万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $624.17万 | 0.04% | 58,262 | -19,335 | -24.9% | -$207.14万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $610.04万 | 0.04% | 142,932 | -4,830 | -3.3% | -$20.61万 | 减仓 |
| DGRW | WISDOMTREE TR | $609.69万 | 0.04% | 63,762 | -25,339 | -28.4% | -$242.29万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $607.32万 | 0.04% | 120,095 | -104,418 | -46.5% | -$528.04万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $606.93万 | 0.04% | 12,218 | 1,883 | 18.2% | $93.54万 | 加仓 |
| IBDU | ISHARES TR | $606.00万 | 0.04% | 261,657 | 54,020 | 26.0% | $125.11万 | 加仓 |
| VFH | VANGUARD WORLD FD | $605.57万 | 0.04% | 46,016 | -85 | -0.2% | -$1.12万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $601.75万 | 0.04% | 62,402 | -3,005 | -4.6% | -$28.98万 | 减仓 |
| IWD | ISHARES TR | $600.78万 | 0.04% | 24,782 | -106 | -0.4% | -$2.57万 | 减仓 |
| ADBE | ADOBE INC | $597.37万 | 0.04% | 29,137 | -6,381 | -18.0% | -$130.82万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $595.39万 | 0.04% | 26,932 | 26,932 | — | $595.39万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $591.64万 | 0.04% | 37,289 | -11,213 | -23.1% | -$177.91万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $591.62万 | 0.04% | 7,753 | 1,293 | 20.0% | $98.67万 | 加仓 |
| D | DOMINION ENERGY INC | $582.73万 | 0.04% | 85,331 | 51,001 | 148.6% | $348.29万 | 加仓 |
| NEM | NEWMONT CORP | $581.54万 | 0.04% | 62,263 | -1,779 | -2.8% | -$16.62万 | 减仓 |
| ALL | ALLSTATE CORP | $581.00万 | 0.04% | 24,418 | 2,881 | 13.4% | $68.55万 | 加仓 |
| TER | TERADYNE INC | $579.89万 | 0.04% | 11,986 | 1,618 | 15.6% | $78.28万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $579.86万 | 0.04% | 55,399 | 4,038 | 7.9% | $42.27万 | 加仓 |
| EMXC | ISHARES INC | $579.57万 | 0.04% | 56,654 | -4,621 | -7.5% | -$47.27万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $578.05万 | 0.04% | 98,008 | 26,650 | 37.3% | $157.18万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $573.49万 | 0.04% | 113,833 | 5,012 | 4.6% | $25.25万 | 加仓 |
| INCY | INCYTE CORP | $573.15万 | 0.03% | 50,561 | 1,077 | 2.2% | $12.21万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $567.67万 | 0.03% | 112,699 | 18,934 | 20.2% | $95.37万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $565.19万 | 0.03% | 66,823 | -339 | -0.5% | -$2.87万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $560.44万 | 0.03% | 16,276 | -191 | -1.2% | -$6.58万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $554.26万 | 0.03% | 20,616 | -123 | -0.6% | -$3.31万 | 减仓 |
| ROST | ROSS STORES INC | $553.09万 | 0.03% | 25,984 | 5,297 | 25.6% | $112.75万 | 加仓 |